Bedrock Investment Advisors

$49.8MAssets under management
as of Mar 2024 · SEC Form ADV
Scottsdale, AZ
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Tech stack

No one at Bedrock Investment Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Bedrock Investment Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $18M held · filed Mar 2021
AssetMark
Per Form ADV · $4M held · filed Mar 2021
Client File Sharing